Off the Road

Off the Road


Our ‘Off the Road’ webinar series allows you to engage with our Technical and Investment teams from afar as they deliver a wealth of useful technical and market-related content.

Welcome to our 'Off the Road' series

Our 'Off the Road' tour delivers a series of technical and investment webinars straight to your PC, so you can keep adding to your industry knowledge from home or your office.

Whether new to the industry, or an experienced adviser looking for a refresher on some of the finer details, these sessions will put you in a strong position to ensure you’re kept up to date with the latest technical and market changes.

So grab a drink and settle in for some structured CPD time. 

Freezing the lifetime allowance
Speaker Name
Rachel Vahey
Speaker Job Title
Senior Technical Consultant
Speaker Firm
AJ Bell
Session Overview

This week, Senior Technical Consultant Rachel Vahey is back addressing the fallout from freezing the lifetime allowance (LTA). 

During this session, Rachel will provide an overview on how the LTA works and how charges are applied before discussing the effects freezing the allowance will have. Rachel will conclude by providing different approaches clients could take to mitigate potential problems. 

About Rachel

Speaker Bio

Rachel is a Senior Technical Consultant helping financial advisers and planners understand the changing pensions and savings environment, as well as how new legislation and regulation affects them and their clients. She’s well known within the pensions and savings industry, and regularly speaks at AJ Bell events, alongside writing content and articles for our website.

Ethical investing comes of age?
Speaker Name
Laura Suter
Speaker Job Title
Personal Finance Analyst
Speaker Firm
AJ Bell
Session Overview

Ethical investing, or ESG (‘Environmental, Social, and Governance’), has been a buzzword on the edges of the investment industry for decades, but now we’re starting to see people use their savings to back their ethics – with flows into ethical investment strategies starting to rise.

Our Personal Finance Analyst, Laura Suter, takes a look at what’s driving this trend, who the investors are who are backing these strategies and what their goals are. And as more money is drawn into ethical investing, how are investment companies responding? Do we all need to be wary of greenwashing and cynical grabs for assets?

About Laura

Speaker Bio

Laura Suter is personal finance analyst at AJ Bell. She is a multi-award winning former financial journalist, having specialised in investments. Laura joined AJ Bell from the Daily Telegraph, where she was investment editor. She has previously worked for adviser publications Money Marketing and Money Management, and has worked for an investment publication in New York. She has a degree in Journalism Studies from University of Sheffield.

COVID-19: Where are the markets now?
Speaker Name
Ryan Hughes
Speaker Job Title
Head of Active Portfolios
Speaker Firm
AJ Bell Investments
Session Overview

This week, Head of Active Portfolios Ryan Hughes takes a look at what has been happening to the global markets during these unprecedented times.

During this session, Ryan will cover the new policy announced by the Federal Reserve and where this all leaves the property market, before providing a roundup of his market outlook for the coming months.

 

About Ryan

Speaker Bio

Ryan started his career in 1999 working for an independent financial adviser, eventually progressing to become Head of Portfolio Management at an award-winning advisory firm. Ryan then joined a global asset management firm as a Fund Manager, where he oversaw more than £10bn of multi-asset portfolios and also sat on the investment and global asset allocation committees. After seven years, Ryan joined a small multi-asset boutique managing portfolios for clients all around the world, before joining AJ Bell three years later to help establish our investment capability. As Head of Active Portfolios, Ryan now oversees all actively managed investment solutions and fund research.

Lifetime allowance protection
Speaker Name
Charlene Young
Speaker Job Title
Senior Technical Consultant
Speaker Firm
AJ Bell
Session Overview

Senior Technical Consultant Charlene Young will continue with the theme of transitional protection, this time moving onto the various types of lifetime allowance protection.

With seven different types of lifetime allowance protection to navigate, as well as enhancement factors, this will be a fast-paced technical session that includes calculations and case studies to bring the rules to life.

 

About Charlene

Speaker Bio
Charlene is a Chartered Financial Planner with over 12 years' experience in financial services. She joined AJ Bell in 2014 after relocating to Manchester from Bristol, where she held financial planner and paraplanner roles at leading firms. In addition to analysing and commenting on technical and regulatory issues, Charlene also speaks at AJ Bell live and virtual events.
Active vs passive - the perennial debate
Speaker Name
Speakers - Ryan Hughes & Matt Brennan
Speaker Job Title
Heads of Active & Passive Portfolios
Speaker Firm
AJ Bell
Session Overview

Our Head of Active Portfolios, Ryan Hughes, and Head of Passive Portfolios, Matt Brennan, go head to head (or rather, screen to screen, in this new normal that we’re living in!) for the age-old active vs passive debate.

During this dual-presenter session, we’ll hear the case for active and passive management; discuss how to separate the skilful from the lucky; and examine why to take into consideration the importance of fund selection. To conclude, Matt and Ryan will provide their thoughts on what can be an emotive subject – where opinions are often presented as facts.

 

About Speakers

Speaker Bio

Ryan Hughes
Ryan started his career in 1999 working for an independent financial adviser, eventually progressing to become Head of Portfolio Management at an award-winning advisory firm. Ryan then joined a global asset management firm as a Fund Manager, where he oversaw more than £10bn of multi-asset portfolios and also sat on the investment and global asset allocation committees. After seven years, Ryan joined a small multi-asset boutique managing portfolios for clients all around the world, before joining AJ Bell three years later to help establish our investment capability. As Head of Active Portfolios, Ryan now oversees all actively managed investment solutions and fund research.

Matt Brennan
Matt is responsible for the day-to-day running of the AJ Bell Funds, working with our investment team to further grow the range of investment options. He joined us with over six years’ experience in financial services, having previously worked at a leading provider of wealth management services as a Senior Fund Manager and Head of Fixed Income Research, with specific responsibility for managing a discretionary fixed income fund. He also formed part of a four-person fund management team that ran the company’s multi-asset funds. Matt graduated from the University of York with a first class Masters degree in Mathematics, and is a CFA Charter holder.

Tackling COVID
Speaker Name
Mark Cueto
Speaker Job Title
Commercial Director
Speaker Firm
Sale Sharks
Session Overview

For the run in to Christmas, we thought that it may be appropriate to try something a little different – something that possibly focuses less on the impact of annual allowance planning or the interplay between pensions and divorce.

With this in mind, we are changing direction a touch and extending a special invitation for all advisers who use AJ Bell Investcentre to attend an exclusive webinar with Sale Sharks.

Over the last year, we have all had to adapt in order to cope with the many challenges thrown up by the coronavirus. This inspirational webinar is an opportunity to see how members of an elite sporting team have tackled the very real challenges and obstacles that the virus has placed in their way.

In addition to a Q&A featuring Mark Cueto, Sam Hill, Josh Beaumont and Marland Yarde, you will be able to hear how the team has sought to keep team morale up during the pandemic. Plus some great tips for keeping a motivated mind set and staying fit during lockdown.

About Mark

Speaker Bio

Mark Cueto MBE is a former English international rugby union player. He played on the wing for Sale Sharks and England during his successful 14 year career. Following his retirement in 2015, he became Commercial Director.

From Pfizer to freedom
Speaker Name
Laith Khalaf
Speaker Job Title
Financial Analyst
Speaker Firm
AJ Bell
Session Overview

Financial Analyst Laith Khalaf joins us for another ‘Off the Road’ webinar to ask whether the reopening trade has run out of steam.

During this session, Laith looks at the FTSE 100 since the vaccine rollout; equity fund sales by region; the most popular funds with DIY and advised investors; and the factors affecting inflation. Laith will also cover the Budget 2021 policy set out by HM Treasury – shining a light on uncosted spending.

About Laith

Speaker Bio

Laith Khalaf started his career in financial services at Hargreaves Lansdown in 2001, after studying Philosophy at Cambridge University. He’s worked in a variety of roles across pensions and investments, covering both DIY and advised business. In 2007 he began to focus on research and analysis, and has since become a leading industry commentator, and a regular contributor to the financial pages of the national press. He’s a frequent guest on TV and radio, and for several years provided daily business bulletins on LBC.

Centralised Retirement Propositions
Speaker Name
Kevin Doran
Speaker Job Title
Chief Investment Officer
Speaker Firm
AJ Bell Investments
Session Overview

Chief Investment Officer Kevin Doran is back and this time he’s looking at the case for Centralised Retirement Propositions (CRPs).

With over a third of those who take financial advice already in retirement, Kevin will talk us through client spending patterns in later life, longevity and sequencing risks – and how the pieces all fit together to build an investment strategy.

About Kevin

Speaker Bio

Kevin began his career in the financial services industry as an Investment Analyst, eventually progressing to become Chief Investment Officer at a major private bank. He then took on the position of Group Head of Research & Strategy for a Luxembourg-based private banking group, before moving into a number of consultant roles for various investment management and banking businesses. In October 2017 he joined AJ Bell Investments as Managing Director and CIO.

Pensions policy update
Speaker Name
Tom Selby
Speaker Job Title
Senior Analyst
Speaker Firm
AJ Bell
Session Overview

It’s all change again for pensions following the latest Budget from Chancellor Rishi Sunak and the passing of the Pension Schemes Act into law.

Our Senior Analyst, Tom Selby, picks through to find the key changes that could affect your clients and looks at what the future may hold for savers.

About Tom

Speaker Bio

Tom Selby is a multi-award-winning former financial journalist, specialising in pensions and retirement issues. He spent almost six years at a leading adviser trade magazine, initially as Pensions Reporter before becoming Head of News in 2014. Tom joined AJ Bell as Senior Analyst in April 2016. He has a degree in Economics from Newcastle University.

Cryptocurrency
Speaker Name
Russ Mould, Kevin Doran, Terry McGivern
Speaker Job Title
Investment specialists
Speaker Firm
AJ Bell
Session Overview

In this 45-minute webinar, our investment experts drill down into the controversial subject of cryptocurrency. 

Managing Director and CIO Kevin Doran and Fund Manager Terry McGivern debate whether there is an investment case and outline some potential pitfalls and options to avoid, mediated by Investment Director Russ Mould. 

Topics discussed include the relationship between the blockchain and cryptos; the differences between different cryptos; new cryptos; Ponzi schemes; and common theories of links to organised crime. Regulation, value and the future of cryptocurrency are also discussed. Don’t miss this one-stop shop of insight. 
 

About

Speaker Bio

Russ Mould, Investment Director, AJ Bell 

Russ Mould’s long experience of the capital markets began in 1991 when he became a Fund Manager at a leading provider of life insurance, pensions and asset management services. In 1993 he joined a prestigious investment bank, working as an Equity Analyst covering the technology sector for 12 years. Russ eventually joined Shares magazine in November 2005 as Technology Correspondent and became Editor of the magazine in July 2008. Following the acquisition of Shares' parent company, MSM Media, by AJ Bell Group, he was appointed as AJ Bell’s Investment Director in summer 2013.

 

Kevin Doran, Managing Director and CIO, AJ Bell Investcentre 

Kevin began his career in the financial services industry as an Investment Analyst, eventually progressing to become Chief Investment Officer at a major private bank. He then took on the position of Group Head of Research & Strategy for a Luxembourg-based private banking group, before moving into a number of consultant roles for various investment management and banking businesses. In October 2017 he joined AJ Bell Investments as Managing Director and CIO.

 

Terry McGivern, Fund Manager: Passive Portfolios, AJ Bell Investments 

Terry’s career in financial services began in 2005 on the Settlements Team at a major bank. He later moved to an investment management company and then to a leading provider of financial services. In 2010, he took up a proprietary futures trading role at one of the world’s largest independent global commodities brokers. Prior to joining AJ Bell, Terry spent five years on the Investment Management Team at a discretionary investment manager in Liverpool, where he was also a member of the Asset Allocation Committee. Terry holds the CFA-UK Investment Management Certificate (IMC) and is currently studying towards the CFA Level 2 exam.

Platform market update
Speaker Name
Marcus Paradiuk
Speaker Job Title
Business Development Manager
Speaker Firm
AJ Bell Investcentre
Session Overview

Marcus will deliver a short Platform market overview, before outlining how the AJ Bell Investcentre platform can assist during the 'At Retirement' phase. 

About Marcus

Speaker Bio

Marcus has worked in financial services for 5 years joining AJ Bell in 2015 as a member of the Operations Team. After joining the Business Development Team, Marcus is now on hand to explain the various ways our platform can benefit your business and your clients. He can also arrange a demonstration of the many features of our system. 

Generating sustainable income in retirement
Speaker Name
Matt Brennan
Speaker Job Title
Head of Investment Management
Speaker Firm
AJ Bell Investments
Session Overview

Matthew will assess whether, after a turbulent year and ultra-low interest rates, it is possible to generate an attractive, sustainable income for retirement without taking excessive risk.

About Matt

Speaker Bio

Matt is responsible for the day-to-day running of the AJ Bell Funds, working with our investment team to further grow the range of investment options. He joined us with over six years' experience in financial services, having previously worked at a leading provider of wealth management services as a Senior Fund Manager and Head of Fixed Income Research, with specific responsibility for managing a discretionary fixed income fund. He also formed part of a four-person fund management team that ran the company's multi-asset funds. Matt graduated from the University of York with a first class Masters degree in Mathematics, and is a CFA Charter holder.

Market outlook
Speaker Name
Russ Mould
Speaker Job Title
Investment Director
Speaker Firm
AJ Bell
Session Overview

Russ will provide his insight into the latest performance across investment markets and address the volatile
activity and factors contributing to this. He’ll provide his thoughts on the outlook for the rest of the year and into
2022.

About Russ

Speaker Bio

Russ Mould's long experience of the capital markets began in 1991 when he became a Fund Manager at a leading provider of life insurance, pensions and asset management services. In 1993 he joined a prestigious investment bank, working as an Equity Analyst covering the technology sector for 12 years. Russ eventually joined Shares magazine in November 2005 as Technology Correspondent and became Editor of the magazine in July 2008 Following the acquisition of Shares' parent company, MSM Media, by AJ Bell Group, he was appointed as AJ Bell's Investment Director in summer 2013.     

Technical roundup
Speaker Name
Lisa Webster
Speaker Job Title
Senior Technical Consultant
Speaker Firm
AJ Bell
Session Overview

Lisa will have a ook at he latest industry news, where we are up to terms of Budget rumours and what measure might be put in place to deal with the COVID debt  This will include a round-up on FCA related matters and what it all means for advisers and their clients, with a look to what's coming down the line. 

About Lisa

Speaker Bio

Lisa is an Economics graduate who has been in the financial services industry since 2003. Prior to joining AJ Bell in 2014 she spent nine years working in senior technical and consultancy roles at a major SIPP and SSAS provider. Lisa is part of our Technical Team, responsible for providing regulatory and technical analysis to the business and outside world. She is also a regular speaker at adviser events.

Financial adviser verification

This area of the website is intended for financial advisers and other financial professionals only. If you are a customer of AJ Bell Investcentre, please click ‘Go to the customer area’ below. 

We will remember your preference, so you should only be asked to select the appropriate website once per device.

Scroll to Top